AI inside the CRM you already use
A CRM is only as good as what goes into it. AI can do the tedious part: summarising long email threads, drafting replies for a person to check, tidying duplicate records and suggesting who needs a call today. Billy has built CRM and support systems for Selfridges, Harrods and Itsu, so we know where the time really goes.
From £995 to set up, one fixed price agreed in writing.
A person always stays in control. You own what we build.
Who it’s for
- Teams whose CRM is out of date because updating it takes too long
- Sales and service teams answering similar emails all day
- Businesses with messy, duplicated customer records
What’s included
- Email and call summaries saved to the right record
- Drafted replies for a person to check and send
- Duplicate and incomplete records found and tidied
- A daily “who needs attention” list
- Clear rules about what the AI may and may not change
A person stays in charge
The AI drafts and suggests; your team decides. Nothing is sent to a customer or deleted without a person agreeing, unless you choose otherwise for a specific task.
Timescales
Usually two to four weeks, depending on your CRM.
How it works
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Chat
A short call or a few emails to understand what you need and what it is worth to you.
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Price
One fixed price in writing, with a timeline. It does not change halfway through.
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Build
We build it by hand, show you progress as we go and test it properly.
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Launch
We put it live and check it on every kind of phone and computer.
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Look after
We stay around for updates, fixes and the next idea.
Questions people ask
Something else on your mind? Ask us directly. We reply within 48 hours.
Which CRMs does this work with?
Most CRMs with an API. If yours has none, we will say so before you spend anything, and see our CRM systems page for alternatives.
Will it change my data without asking?
Only where you have agreed it should, for example merging obvious duplicates. Everything else is a suggestion.
Is customer data used to train AI models?
We choose providers and settings that keep your data out of model training where that option exists, and explain it in writing.
How much does it cost?
A fixed price from £995, agreed before we start.
Do we need a CRM first?
If you do not have one, we can set one up first. Our guide do I need a CRM? helps you decide.
Can you train my team?
Yes. Short, practical sessions on what the AI does and how to check its work are part of every project.
More AI automation
Find out what AI could save you
We reply within 48 hours with one fixed price in writing. No obligation, no sales patter.